Strategic Wealth Partners’s Greif GEF Stock Holding History

Strategic Wealth Partners’s Portfolio GEF Stock Details GEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,200	Closed	-$44	–	268
2019 Q3	$44	Hold	1,200	–	–	﹤0.01%	306
2019 Q2	$39K	Hold	1,200	–	–	0.02%	250
2019 Q1	$51K	Hold	1,200	–	–	0.02%	237
2018 Q4	$49K	Hold	1,200	–	–	0.02%	235
2018 Q3	$64K	Hold	1,200	–	–	0.03%	212
2018 Q2	$63K	Hold	1,200	–	–	0.04%	234
2018 Q1	$63K	Buy	+1,200	New	+$67.8K	0.03%	228

Other funds holding GEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Strategic Wealth Partners's GEF Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Greif (GEF) in Q4 2019, closing a stake of 1,200 shares — an estimated $44 sold.

Strategic Wealth Partners first reported a position in GEF in Q1 2018 and held it in 7 quarters. The position peaked at $64K in Q3 2018. 192 funds tracked by Wall St. Rank hold GEF as of Q4 2019.

Strategic Wealth Partners reported no remaining Greif position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,200 Greif shares in Q4 2019, an estimated $44.
Strategic Wealth Partners first reported a position in Greif in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's Greif position peaked at $64K in Q3 2018.
192 funds tracked by Wall St. Rank held Greif as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.